Forza Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Forza Wealth Management, LLC
- $244 Billion
- Q2 2025
A detailed history of Forza Wealth Management, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Forza Wealth Management, LLC holds 90,000 shares of DFNM stock, worth $4.25 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
90,000Holding current value
$4.25 Million% of portfolio
1.75%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
27.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
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Foster Group, Inc.1.5MShares$71 Million2.55% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.5 Million0.64% of portfolio
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First Ascent Asset Management, LLC901KShares$42.5 Million4.9% of portfolio
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Geo Wealth Management, LLC Chicago, IL879KShares$41.5 Million1.79% of portfolio